Every business relies on its sales department for delivery of effective communication which impacts directly on the business productivity. With an efficient workforce, sales and revenue of the business will be tremendously enhanced. With the right sales automation system, you can efficiently manage orders, sales data, as well as generate quotes and system reports in real time. This, in turn, will accelerate processes in your organization as well as improve customer experience. No wonder tech-savvy businesses across the world are embracing sales automation to boost their productivity and efficiency.
Sales automation software is the future of organizational sales force. With the right sales automation software, your sales team will easily spot opportunities to delight potential customers.
Just reflect on the many times you or your sales team lost a super deal only because you/they forgot to follow up on the lead: wasted some precious time trying to go through the files looking for a specific customer testimonial, the work hours lost adding leads and opportunities to your CRM manually, etc. The list is long not forgetting how you always made calls following the alphabetical order instead of considering the most sales ready leads first.
The solution to all these problems is getting the best sales automation software to enable you in standardizing all sales processes, right from lead generation to purchase and payment recovery.
Benefits of using sales automation CRM in your business organization
The right sales automation CRM is undoubtedly vital in accelerating and improving your customer relationship as well as driving more sales. With the best software, you can be sure of taking advantage of every potential opportunity that comes your way.
Integrated sales tracking
A suitable CRM for your sales team will help you with monitoring all sales rep locations, the progress of closed deals and delivery of updated reports about the meetings attended, all in real time.
Time for sitting in the office and waiting for prospect inquiries are long gone. With the omnichannel support, this is no longer an issue to worry about as you can receive the questions via phone calls, live chats, email, social media and other related portals making it easier to reach out to your prospects wherever you are.
Easy management of the sales team
Easy communication with the sales teams wherever they are is now easier than before. Some of the best sales automation solutions offer GPS-enabled location tracking for effective communication, all managed via an easy user interface. You no longer need to get worried if organizational meetings are carried out effectively and on time. Besides, the systems provide a perfect opportunity for collaboration with employees in other departments. With an easy to update and view customer information on a mobile app, your field sales team can solve problems raised by customers within the shortest time possible.
Promote smart selling
Sales is no longer easy like before due to the grueling competition and entry of smarter competitors in the industry. You and your sales team need to adapt to such changes and focus on your selling strategies to guarantee better engagement and management of sales prospects before closing the deal. However, this cannot be achieved without having a sales management CRM solution. Besides, you need to refocus on the current market situation that is driven by personalized selling approach. A combination of effective human relations and the efficient automation system will help you rise above the rest of the competitors in the industry.
How sales automation works
While many people confuse between marketing automation and sales automation, the two are different regarding the parts of the sales funnel they are used for. Sales automation, in this case, is targeted on a single business prospect with each potential customer assigned a custom persona. This way, sales reps are able to set up custom sales processes that will guide the engagement with a specific prospect and nurture them throughout the pipeline.
Boost your marketing, sales and service performance with bpm’online!
Factors to consider when picking the right sales automation CRM
With many options available in the market, making the right choice of sales CRM can be tricky. Several questions will be clogging your mind not knowing what to do: do you choose a market leader? How do you go about determining the one that will help boost sales? Or, which one will meet all your sales needs? Below are some of the things to bear in mind when choosing a sales CRM that will help your business achieve the highest sales volume ever
You should have the possibility to extend the functionality of your software with some specific functionality in case of necessity. Therefore, double-check if the solution you’ve chosen provide extensive integration capabilities.
This includes all the problems you need to solve using the CRM you are about to get. Ensure that the features a CRM offers can satisfy all the requirements of your organization to achieve the desired goals faster than ever.
Finding out what other users say about a specific CRM is essential. This way, you will be able to do away with the software that has poor ratings regarding its ease of use, customer support, value, and functionality.
Configuring dashboards, adding custom fields and turning features on and off are among the things you should check out to see all the ways you can personalize the CRM.
Mobile technology is fast growing and sales rep would like to have the CRM with them on their devices wherever they go. CRM solutions without mobile applications may not be the ideal options at this time. Even with the ones offering the mobile apps, visit app stores to find out what other users are saying about them.
You always want to get the right CRM that will be accepted by all our staff. To ensure this, it is crucial to involve the sales team and other employees in the selection rather than doing it on your own. Once the software is acquired, ensure that all employees are trained on how to use it effectively.
This factor always matters when it comes to purchasing anything. You should look into the bigger picture on the costs to be incurred in buying the CRM and the recurrent expenditures involved over time. Besides, you should inquire about all the features, analytics and levels of support that come with the chosen plan.
Bpm’online Sales CRM
Have you been looking for the perfect sales management software to help you understand and manage your sales teams performance in the best way you can? Bpm’online sales CRM comes in handy to guarantee efficient sales processes so that your sales reps will have the total control over complete customer journey, right from lead generation to repeat sales. The software feaures out-of-the-box processes to help in the management of the entire sales cycle with a lot of ease. Bpm’online out-of-the-box processes are the best practices for opportunity management, lead management, order and invoice management as well as quote management. This, therefore, allows business organizations to bring on board some of the industry best practices to their work to guarantee the best results.
On the other hand, bpm’online offers a complete view of the customer journey, courtesy of the end-to-end processes that help in the management of entire customer journey from lead to purchase. With the best technology applied, the system easily connects with other crucial departments in the organization such as marketing and customer service. This way, organizations can effectively manage customer interactions at every stage of the pipeline.
Bpm’online user interface is easy to navigate and very intuitive. The design is elegant and free of unnecessary information allowing users to focus on what is relevant from any device including phone, tablet, and laptop.
Among the amazing bpm’online features that help users to make more sales and stay ahead of the competition are:
- Business process management
- 360-degree customer view
- Collaboration tools
- Lead management
- Opportunity management
- Field sales management
- Sales forecasting
- Orders and invoices
- Product management
- Contract management
- Mobile sales and
- Synchronization and integration among others
The right choice of sales automation CRM can show the difference between you and your competitors. Bpm’online is a globally known software with the numbers of recognitions, and it proves to be unbeatable when it comes to sales reps closing deals faster than ever before.
Bpm’online was named a Leader in The Forrester Wave™:
CRM Suites for Midsize Organizations, 2016.
In addition, bpm’online has been recognized as a Strong Performer
in The Forrester Wave™: Sales Force Automation Solutions, 2017,
The Forrester Wave™: Lead-To-Revenue Management Platform Vendors, 2016;
The Forrester Wave™: Customer Service Solutions For Midsize Teams, 2017
and The Forrester Wave™: Dynamic Case Management, Q1 2018.
Bpm’online has been named a Challenger in the Gartner Magic Quadrant for Sales Force Automation, 2018, 2017, 2016 and the Gartner Magic Quadrant for CRM Lead Management, 2017, 2016; recognized in the Gartner Magic Quadrant for the CRM Customer Engagement Center, 2018, 2017, 2016, 2015, included into the Gartner Magic Quadrant for Intelligent Business Process Management Suites, 2017 and Gartner Magic Quadrant for Enterprise High-Productivity Application Platform as a Service, 2018.
Nucleus Research consecutively positioned bpm’online in the Leaders Quadrant of the Nucleus CRM Technology Value Matrix 1H 2018 for its unprecedented agility to modify processes on the fly.
Ovum, one of the leading global technology research and advisory firms worldwide, has Bpm’online named among the world’s top 10 CRM vendors in latest Ovum CRM Decision Matrix. Bpm’online has been recognized for its process-centric approach and intuitive platform.
CRM Magazine, the leading publication of the industry, named bpm’online the Leader in Enterprise CRM Suite and Midmarket CRM Suite categories of the CRM Market Awards 2017 by CRM Magazine. This is the third year in a row that bpm'online made it onto the leaderboard in Midmarket CRM Suite category, with impressive scores all around.
bpm’online has been honored as Gold Stevie® Award Winner for the Best Relationship Management Solution of the Year in the 11th Annual International Business Awards. Winners were selected from over 3,500 nominations.
In 2015 for the second time in a row bpm’online is selected as ISM Top 15 CRM Award winner by, ISM Inc., Customer-Centric Strategic Advisors. The company is positioned as a leader in the fast-paced CRM industry.
Bpm’online received a 2015 CRN® Enterprise App Award for its bpm’online mobile CRM application. Bpm’online’s mobile app was selected by a CRN editorial panel based on a combination of critical factors including functionality; suitability to task; ease of use; innovation; and potential value to solution providers, their customers and the market in general.
Bpm’online has been named a Leader in CRM Software and Business Process Management Grid® Reports by G2 Crowd, Summer 2018.
Bpm’online named a CRM Watchlist 2016 winner among the top global CRM vendors.